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Associate Remote Service Jobs in California (NOW HIRING)

RIA Recruiting

Client Service Associate

San Jose, CA · On-site +1

$65K - $80K/yr

BetterWealth is a growing financial planning firm in San Jose, CA and we are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. We are seeking a Client Service Associate to ...

TeamCivX

Client Services Associate

Orinda, CA · Remote

$40/hr

... Service Team: creating client and public-facing materials, ensuring they are on-message, on-time ... Experience with remote work and comfort working in a fully remote environment * Must be able to ...

TeamCivX

Client Services Associate

Orinda, CA · Remote

$40/hr

... Service Team: creating client and public-facing materials, ensuring they are on-message, on-time ... Experience with remote work and comfort working in a fully remote environment * Must be able to ...

BBR Partners

Client Service Associate

San Francisco, CA · On-site +1

$80K - $90K/yr

BBR Partners is seeking a Client Service Associate to play a central role in delivering exceptional ... Hybrid remote work environment, "Work from Anywhere" weeks, and casual dress. * New office space ...

BBR Partners

Client Service Associate

San Francisco, CA · On-site +1

$80K - $90K/yr

BBR Partners is seeking a Client Service Associate to play a central role in delivering exceptional ... Hybrid remote work environment, "Work from Anywhere" weeks, and casual dress. * New office space ...

Tyson & Mendes LLP

Associate Attorney (Remote)

Novato, CA · On-site +1

$115K - $160K/yr

Passionate about trial work and dedicated to exceptional client service, you strive to make a ... Remote, hybrid, or onsite options available About Tyson & Mendes Click here to learn more about the ...

Tyson & Mendes LLP

Associate Attorney (Remote)

Fresno, CA · On-site +1

$115K - $160K/yr

Passionate about trial work and dedicated to exceptional client service, you strive to make a ... Remote, hybrid, or onsite options available About Tyson & Mendes Click here to learn more about the ...

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All JobsAssociate Service JobsAssociate Remote Service JobsAssociate Remote Service Jobs in California

Associate Remote Service information

What is the difference between Associate Remote Service vs Customer Support Specialist?

AspectAssociate Remote ServiceCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may require basic technical skillsHigh school diploma; customer service experience often preferred
Work EnvironmentRemote, often in a call center or support platformRemote or on-site, customer-facing roles in various industries
Employer & Industry UsageCommon in tech, retail, and service industries for entry-level supportWidespread across industries, focusing on customer interaction and issue resolution

The Associate Remote Service role typically involves providing technical or product support remotely, often with specific technical training. Customer Support Specialists focus on resolving customer inquiries and issues, emphasizing communication skills. While both roles are remote and customer-focused, Associate Remote Service positions may require more technical knowledge, whereas Customer Support Specialists prioritize customer interaction skills.

What are the most commonly searched types of Remote Service jobs in California? The most popular types of Remote Service jobs in California are:
What cities in California are hiring for Associate Remote Service jobs? Cities in California with the most Associate Remote Service job openings:
Associate Remote Service jobs near you

Client Service Associate

RIA Recruiting

San Jose, CA • On-site, Remote

$65K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 24 days ago

Job description

BetterWealth is a growing financial planning firm in San Jose, CA and we are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at betterwealth.us

This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full time. This position is open to candidates in Pacific and Mountain time zones.

Compensation & Benefits:

  • Salary range of $65K-80K, commensurate with relevant experience
  • Bonus based on firm and personal performance
  • Profit sharing program
  • Great Work/Life Balance with a Monday-Friday Schedule
  • Medical insurance - $1050/month stipend
  • Dental and Vision insurance
  • 401(k) with a 4% match
  • Generous PTO Policy & Paid Holidays - 25 PTO days in the first year
  • $100/month WFH reimbursement
  • Dependent Care FSA
  • Group term life and long-term disability insurance
  • Professional, Fun, Motivating Atmosphere
  • Permanently remote position
  • Room for growth to a management level position

Responsibilities include:

  • Respond to client requests with timeliness and accuracy in mind
  • Assist Advisors with client meeting prep and follow-up tasks
  • Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
  • Become primary point person for Schwab
  • Maintain and update client data in our CRM - Advyzon
  • Initiate, manage, and optimize workflows in Advyzon
  • Data input into our financial planning software - RightCapital
  • Scheduling client meetings via phone and email
  • We are a team that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve. We want your input to help improve this position to make it better over time!

Requirements:

  • 2 years of financial services experience
  • Adept and skilled with technology and 3rd party software. We are a paperless office
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to anticipate client and advisor needs
  • Ability to work independently while prioritizing projects and managing your time - we do not micromanage
  • Ability to learn and implement new technology and software quickly
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy
  • Experience with CRM Software / Database Experience is a plus but not required: Schwab, Advyzon, Google workspace, Calendly, RightCapital, Holistiplan.
  • Ability to travel to San Jose 1-4x/year for quarterly/annual internal strategy meetings

The Process:

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will meet with the leadership team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.

Employment Type: FULL_TIME

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